Lorikeet’s platform offers a lot of power and configurability to help you automate your most complex support tickets. But customers who are most successful start incrementally and get their AI agent live and answering some tickets quickly.

This guide outlines how to do that.

​
1. Connect your support platform / ticketing system

Ticketing integrations

View the steps for your ticketing platform here.

​
2. Train the agent on your brand context and voice

Business context and brand voice

How to train your AI agent on your brand context and voice

​
3. Give the agent access to your knowledge base (and, optionally, data)

Knowledge base reference material

How to train your AI agent on your knowledge base

Integrating data and actions

How to enable your AI agent to read data and take actions

​
4. Build and test your first workflow(s)

​
5. Roll out and review

Was this page helpful?

Building the foundations of your workspace